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Charter Capital Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Charter Capital Management’s Portfolio VSGX Stock Details VSGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,300
Closed -$229K – 67
2025
Q3 		$229K Buy
3,300
+20
+0.6% +$1.34K 0.12% 58
2025
Q2 		$215K Buy
+3,280
New +$202K 0.13% 62

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Charter Capital Management's VSGX Position: Q4 2025 in Review

Charter Capital Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2025, closing a stake of 3,300 shares — an estimated $229K sold.

Charter Capital Management first reported a position in VSGX in Q2 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 432 funds tracked by Wall St. Rank hold VSGX as of Q4 2025.

  • Charter Capital Management reported no remaining Vanguard ESG International Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Charter Capital Management sold 3,300 Vanguard ESG International Stock ETF shares in Q4 2025, an estimated $229K.
  • Charter Capital Management first reported a position in Vanguard ESG International Stock ETF in Q2 2025 and held it in 2 quarters.
  • Charter Capital Management's Vanguard ESG International Stock ETF position peaked at $229K in Q3 2025.
  • 432 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2025.

Based on Charter Capital Management's 13F filing for Q4 2025, filed 22 Jan 2026.